Lincoln Investment
43yrs
Top advisor by experience in Shaker Heights
8yrs
Taylor Chmel has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Shaker Heights, Ohio. Taylor has been with Merrill since 2026; before that, Taylor spent eight years at UBS Financial Services. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 26 advisors with offices in Shaker Heights, and one of 14 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office16450 Chagrin Blvd, Shaker Heights, OH 44120
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowMerrillCurrent firm
- 2018 – 2026UBS Financial Services Inc.Previously
Contact Taylor
(800) 637-7455Firm headquarters in New York, NY. Ask for Taylor. 16450 Chagrin BlvdShaker Heights, OH 44120Office · Get directions
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Questions to ask Taylor
Tailored to Taylor’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Taylor
How do I contact Taylor?
Call Merrill at (800) 637-7455 and ask for Taylor Chmel. Taylor works from the Shaker Heights, OH office.
How long has Taylor been a financial advisor?
Taylor has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Taylor hold?
Series 66. Tap any license on this page to see what it allows.
Is Taylor a fiduciary?
Taylor is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Taylor paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Taylor for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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